Team invitations, roles and station assignments
Give each person their own account. A role controls the kind of work they can do; station scope limits where they can do it. An employee record or performance view is not a substitute for an accepted account invitation.
Reviewed 7 October 2026
Who this is for
The owner manages membership. Other staff can view only the team information allowed to them.
Before you begin
Prepare the correct email, job responsibility and station. Do not promise access based only on a job title.
1Invite and check a colleague
- Open Users, choose Add user/invite, enter the person’s name and email, select a role and assign a station when required.
- Review the email carefully, then send the invitation. The recipient chooses their own account credentials. Do not share a temporary password.
- Check pending invitations separately from active members. Resend when appropriate or revoke an incorrect invitation.
- After acceptance, verify the role and assignment on the member row. For bulk invitations, use the provided CSV format, preview rows and review skipped/error rows instead of assuming every invite succeeded.
The intended people have accepted membership with appropriate scope.
2Maintain access
- Use proprietor for organization ownership; regional/station managers supervise their allowed scope; shift supervisors oversee shifts; inventory managers handle supply; accountants review finance; cashiers and attendants perform their allowed frontline work; technicians handle assigned maintenance.
- Use Edit member when responsibility or station changes. Check the resulting assignment before the next shift.
- When someone leaves, remove their access through the member action. Preserve business records and reassign outstanding operational work.
- Do not assume every manager can invite users, approve every expense or change billing. The owner checks the actual available actions.
Access follows responsibility without exposing unrelated stations.
A practical example
An attendant assigned to Station A should not be invited as proprietor merely to make a missing menu appear. Correct the station assignment or ask the appropriate manager to perform the restricted action.
If something goes wrong
Invitation sent but no active member
Sending and acceptance are separate. Confirm mailbox/spam folder and invitation status.
Cannot remove or downgrade an owner
Ownership safeguards may block the operation. Arrange the proper ownership transition with support rather than disabling another person’s account.
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Sign in with your own account. Your permissions still apply.
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